OTCJX
MFS Mid Cap Growth Fund Class R4
Mutual fund
$27.96+0.20 (+0.72%)Close Oct 2, 2026
Mar 31, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $57,568
- CAGR
- +8.48%
- Max drawdown
- −61.52%
- Sharpe ratio
- 0.50
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.67%
- 3M
- −2.34%
- 6M
- +8.96%
- YTD
- +3.25%
- 1Y
- −1.76%
- 3Y
- +11.73%
- 5Y
- +2.28%
- 10Y
- +11.09%
- 15Y
- +12.59%
- 20Y
- +8.90%
- Since 2005
- +8.48%
Metrics
Since 2005| Volatility | 20.89% |
|---|---|
| Sortino ratio | 0.69 |
| Calmar ratio | 0.14 |
| Best year, 2009 | +42.06% |
| Worst year, 2008 | −51.02% |
| Positive years | 17 of 20 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −61.5% | Oct 2007 | Nov 2008 | Feb 2013 | 5.3 years |
| −36.7% | Nov 2021 | Oct 2022 | Nov 2024 | 3 years |
| −33.6% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −22.0% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −21.8% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
Annual returns
2005 from Mar 31 · 2026 through Oct 2